Success Story

“We are now using Workday Adaptive Planning for many strategic finance activities. Not only do we have more timely and comprehensive reports, but we are also saving an incredible amount of time. Previously it would take 10-15 hours for our team to gather the data. Now we can collect the data we need and perform the analysis and reporting in just four hours.”

Joe Campbell
Controller
Berks Homes

Berks Homes has been building homes since 1973, offering homes that combine practicality with inspiration. Berks Homes prides itself on building homes that “just feel right.” Today the company builds quality-made homes across Eastern Pennsylvania, in Berks County, Chester County, Lancaster County, Lebanon County and more.

Challenge

Move to a sophisticated, but easy-to-use FP&A solution to deliver insights that the company can use to have accurate and up-to-date cash flow forecasting to manage strategic growth.

Solution

Workday Adaptive Planning

Benefits

  • Provide senior management and other stakeholders with visibility into financial performance, cash flow and more
  • Integrated with data from MarkSystems, a home building ERP software platform
  • Reduce time and manual effort spent gathering data across multiple systems, tables and spreadsheets
  • Self-service options for frontline managers and senior leadership
  • One source of the truth, with integrated and updated forecasts and reports